AF

Arrow Financial Portfolio holdings

AUM $978M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$7.39M
3
+$3.12M
4
CAT icon
Caterpillar
CAT
+$1.59M
5
DLTR icon
Dollar Tree
DLTR
+$1.36M

Top Sells

1
+$5.81M
2
+$4.01M
3
+$3.66M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.28M

Sector Composition

1 Financials 14.18%
2 Technology 12%
3 Healthcare 6.83%
4 Consumer Discretionary 5.96%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
700
277
$14K ﹤0.01%
200
278
$13K ﹤0.01%
100
279
$13K ﹤0.01%
25
-20
280
$13K ﹤0.01%
50
281
$12K ﹤0.01%
85
282
$12K ﹤0.01%
200
283
$12K ﹤0.01%
+574
284
$11K ﹤0.01%
87
285
$11K ﹤0.01%
100
286
$10K ﹤0.01%
60
-135
287
$10K ﹤0.01%
500
288
$10K ﹤0.01%
44
289
$10K ﹤0.01%
+986
290
$9K ﹤0.01%
73
291
$9K ﹤0.01%
+278
292
$9K ﹤0.01%
510
293
$9K ﹤0.01%
+150
294
$8K ﹤0.01%
72
295
$8K ﹤0.01%
200
296
$8K ﹤0.01%
121
297
$7K ﹤0.01%
99
298
$7K ﹤0.01%
100
299
$6K ﹤0.01%
124
300
$6K ﹤0.01%
23
10 11
12
13 14